Insightsoftware

Certent Disclosure Management

Connected Solutions for the Office of the CFO

For finance leaders seeking seamless and compliant report production, Certent Disclosure Management offers a streamlined, cloud-based solution. Leveraging Microsoft Office integration, the solution improves accuracy, mitigates risks, and ensures strict adherence to regulatory compliance requirements.

The Certent Disclosure Management platform is a secure, collaborative, enterprise report production platform for recurring, multi-author reports, and presentations.

 Users can collect enterprise data from different sources and dynamically integrate numbers with narrative analysis in a controlled, auditable, Microsoft Office environment. High-volume tagging and roll-forward functionality supports compliance with global XBRL and Inline XBRL mandates.

Key Features of implementing CDM

Narrative Reporting

for consistency across external and internal disclosures

One tool

for controlled narrative report creation

Version control, workflow, and audit trail

streamline and expedite the production cycle

Familiar Microsoft Office integration

for ease of adoption

Direct connection to multiple data sources

so you can refresh at any time to always have the latest data to hand

Adding Value and Solving PainPoints

Reduce disclosure risk with the only all-in-one, Microsoft Office-based, disclosure management solution. Use anywhere you want to combine words and numbers for publication, not just for regulatory and statutory reports. Exercise control over high frequency, recurring, multi-author reports. Bring speed, accuracy, and consistency to a laborious, error-prone, uncontrolled process.

Slow, Manual Process:

Speed:

Slow, Manual Process:

Creating reports can be tedious involving long hours to hit rigid deadlines.
Too much time is spent on low-value work (editing and validating data, text, and commentary), leaves limited time for specialists to make insightful decisions based on analytics.

Speed:

R

Work within the products you already know.

R

Automatically roll forward documents to the next period to compress production cycles.

R

Drive economies of scale by sharing content across multiple reports and distributing in multiple output formats

R

Save time and money by reducing proofing cycles with external printers and eliminating the 24-hour plus pencil-down period.

Outdated Data:

Accuracy:

Outdated Data:

It is hard to produce consistent internal/external reports that effectively tell the right story behind the numbers.
Numbers or facts within the final reports can be out of date before the report is even published.

Accuracy:

R

Always tell the most accurate story around your company results, with confidence.

R

Strong access controls and single sign-on ensure only authorised users can change and approve narrative.

R

Workflow controls streamline and expedite the production cycle.

R

Process task and check lists provide simple guidance to keep everything on track. An audit trail lets you see who did what and when, while validation rules tie out one part of the document to another part, or to a different document, to accelerate the review cycle.

Lack of Control:

Consistency:

Lack of Control:

There is no compliance or control during “close to disclose” period as authors spend hours manually copying and pasting data from source systems or disparate spreadsheets.
Passing files back and forth over poorly controlled channels, such as email, puts the integrity of the company’s process at risk.

Consistency:

R

Direct connectivity to source data and the ability to add links to data items into the narrative, which is shared within and across documents, ensuring consistent reporting with a single version of the truth.

R

Refresh the data at any time to automatically update the report narrative as numbers fluctuate to reduce the risk of manual errors.

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Why Choose HAYNE Solutions?

Finance-Led Implementation

Our team of financial and lease accounting experts guide you through setup and compliance.

Trusted by Leading Organisation

We work with finance teams across industries to streamline lease accounting processes.

Audit-Ready Transparency

Ensure full visibility of lease obligations with detailed calculations and reporting capabilities.